River Wealth Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Sell |
6,454
-42
| -0.6% | -$3.86K | 0.07% | 148 |
|
|
2025
Q1 | $597K | Sell |
6,496
-278
| -4% | -$25.6K | 0.08% | 137 |
|
|
2024
Q4 | $558K | Buy |
6,774
+21
| +0.3% | +$1.73K | 0.07% | 144 |
|
|
2024
Q3 | $609K | Buy |
6,753
+40
| +0.6% | +$3.61K | 0.08% | 136 |
|
|
2024
Q2 | $521K | Buy |
+6,713
| New | +$521K | 0.07% | 139 |
|
|
2019
Q1 | – | Sell |
-1,119
| Closed | -$49K | – | 441 |
|
|
2018
Q4 | $49K | Hold |
1,119
| – | – | 0.02% | 248 |
|
|
2018
Q3 | $49K | Sell |
1,119
-124
| -10% | -$5.43K | 0.02% | 277 |
|
|
2018
Q2 | $58K | Buy |
+1,243
| New | +$58K | 0.02% | 262 |
|